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Insurance Specialist (Retail Banking)

Be Myjob Company Limited

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2026-01-08
  • Location:Hong Kong Island
  • Yr(s) of Exp:3 years of experience
  • Language Required:English Putonghua Chinese
  • Employment Type:Full time
  • Job Function:Financial Services

Job Description

Responsibilities 

  • Promote insurance products across branches by implementing departmental strategies and business plans, leading marketing initiatives, and enhancing sales readiness and operational efficiency.

  • Oversee sales preparation and operational efficiency to optimize performance.

  • Deliver training programs to frontline staff covering product knowledge, market trends, and sales techniques.

  • Facilitate mentorship arrangements for newly onboarded sales staff to support their development.

  • Track and evaluate sales performance, identify challenges, and provide effective solutions to ensure targets are met.

Requirements

  • At least 3 years of experience in insurance sales within banks, financial institutions, or insurance companies.

  • Successful completion of Insurance Intermediaries Qualifying Examinations (IIQE Papers 1, 2, 3 or equivalent).

  • HKIB qualifications are advantageous; HKIB Certified Bankers are preferred.

  • Proven track record in insurance product sales with strong business acumen.

  • In-depth knowledge of insurance products and industry practices.

  • Self-driven, independent, and collaborative team player with strong leadership qualities and a positive attitude.

  • Highly organized, detail-oriented, and capable of working under pressure.

  • Excellent sales, organizational, analytical, communication, and interpersonal skills.

  • Proficiency in written and spoken English and Chinese; Putonghua is an asset.


Company Info

BE MYJOB is a Recruitment Firm focus on Banking & Financial Services, IT and Fintech Recruitment. We are offering a full range of recruitment solutions for our clients and candidates. Our purpose is to build trusted, long-term relationships with you and your organization — often spanning decades and the course of your career. We work closely with our clients, sourcing and recruiting from a truly diverse talent pool to support their diversity strategies and provide them with the best possible candidates for their roles. We’ve established networks of genuine relationships that allow us to source the highest-quality talent and execute quickly to help you build your organization.

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